Edward Jones - Financial Advisor: Joe Di Flumeri, CFP®

Excellent in all respects including knowledge, professionalism, responsiveness and likeability.

I met Joe Di Flumeri more than 20 years ago. At the time I had investments through Great West Life that were performing poorly, funds that had lost money and one that got locked in that I could not sell because of its extreme losses. Additionally, their notification period was only once every six months so it was difficult to track any performance.I was at odds on knowing what to do and how to get out of this while still keeping the investments tax sheltered. Joe took care of everything for me and transferred these funds to Edward Jones account. Since that time, he has more than made up for my past losses and increased my assets. Edward Jones reporting was monthly and I have been able to establish a good report of the progress over a long period of time.Additionally, Joe will always make time for me to ask questions and regularly reaches out to conduct a review of my portfolio with his recommendations for tweaking the holdings to maximize returns without changing my level of risk. I really appreciate the income projections that he does for me based on my anticipated needs and use of assets to help plan for the long term.Though markets sometimes go down, my long term investments through Joe with Edward Jones have paid off. I would highly recommend Joe's services to anyone that is interest in doing some estate planning. I am now at a period in my life that I will be thinking of fully retiring and thanks to Joe, I will have money to live a very comfortable life style well into my 90's while leaving a substantial estate to my children.

Joe’s professionalism and knowledge of his industry ensures there are no questions left unanswered in determining the right strategy for his clients. He is a real pleasure to work with and I highly recommend his services to family and friends.